Workflow Guide: Sending Membership Credentials

July 30, 2024•2 min read

Workflow Membership Credentials/Welcome Email

Please Note: This guide assumes that your contacts are granted access to the membership offer through another method or workflow.

Select “Membership New Signup”
On the right side of the screen, there is an “Add Filter” option - For different types of offers.

Select the green “Save Trigger” button when done

Next, select the “Send Email” action this will allow you to set up an email with membership credentials- Use Custom Values in the Message so that the information will be automatically filled based on the contact that enters the workflow.

Blue highlighted values are shown below

This will only work ONCE PER USER- Unless the contact is deleted and re-added manually.
Select the green “Save Action” button when done.

Publish the workflow and save!

Example of Granting an offer:

Please Note: In this example workflow, we will be “Granting an offer to a membership” as if the client made a purchase

In this example, it's an order form as if they had made a purchase (On a funnel or website, on a particular page, a product, and the submission type.)

Next grant the offer – This will trigger the workflow guide that was created (Above)

Select the “+” button below the Membership Grant Offer trigger- This will pull up multiple actions where you can add specific actions related to the purchase.

Select the “Send Email button”

For example: Making an email that confirms their purchase (you can add a custom message

Make sure you click the “Save Action” button

You can also “Add Contact Tag” (For Example) that they purchased, or any custom note that you want to be tagged on this customer

If you want someone to know internally that the customer made a purchase you can do so by Selecting “Send Internal Notification”

Click the “Custom Values” Tab when using an internal email notification and under “Contact” go over to the “Email” option and use this value to identify the contact

Once completed select the “Save Action” button

This will now notify an internal user of your choice.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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